GHP Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Sell |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $313K | Sell |
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|
2019
Q2 | $343K | Buy |
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|
2019
Q1 | $338K | Buy |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $402K | Buy |
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|
2018
Q2 | $390K | Hold |
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|
2018
Q1 | $361K | Buy |
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|
2017
Q4 | $357K | Buy |
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|
2017
Q3 | $341K | Sell |
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|
2017
Q2 | $343K | Hold |
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|
2017
Q1 | $334K | Sell |
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|
2016
Q4 | $341K | Buy |
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|
2016
Q3 | $314K | Buy |
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|
2016
Q2 | $290K | Sell |
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|
2016
Q1 | $288K | Buy |
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|
2015
Q4 | $293K | Buy |
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|
2015
Q3 | $250K | Hold |
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|
2015
Q2 | $279K | Buy |
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|
2015
Q1 | $255K | Buy |
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|
2014
Q4 | $236K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $203K | Buy |
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